MPWT
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MassMutual Private Wealth & Trust’s Morningstar MORN Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22K Sell
141
-61
-30% -$10.6K ﹤0.01% 1082
2026
Q1 		$34.1K Buy
202
+25
+14% +$4.64K ﹤0.01% 896
2025
Q4 		$38.5K Buy
177
+104
+142% +$22.5K ﹤0.01% 874
2025
Q3 		$16.9K Buy
73
+4
+6% +$1.07K ﹤0.01% 1188
2025
Q2 		$21.7K Buy
69
+59
+590% +$17.5K ﹤0.01% 1077
2025
Q1 		$3K Sell
10
-12
-55% -$3.78K ﹤0.01% 1791
2024
Q4 		$7.41K Buy
22
+3
+16% +$1.02K ﹤0.01% 1378
2024
Q3 		$6.06K Buy
19
+10
+111% +$3.11K ﹤0.01% 1305
2024
Q2 		$2.66K Buy
9
+1
+13% +$296 ﹤0.01% 1542
2024
Q1 		$2.47K Buy
8
+1
+14% +$288 ﹤0.01% 1477
2023
Q4 		$2K Sell
7
-1
-13% -$261 ﹤0.01% 1496
2023
Q3 		$1.87K Buy
+8
New +$1.81K ﹤0.01% 1519
2023
Q2 		– Sell
-11
Closed -$2.23K – 1977
2023
Q1 		$2.23K Buy
+11
New +$2.42K ﹤0.01% 1393
2022
Q3 		– Sell
-1
Closed – – 1742
2022
Q2 		$0 Buy
+1
New +$252 ﹤0.01% 1637
2016
Q1 		– Sell
-116
Closed -$9.25K – 881
2015
Q4 		$9.33K Hold
116
– – ﹤0.01% 499
2015
Q3 		$7.88K Hold
116
– – ﹤0.01% 561
2015
Q2 		$8.33K Hold
116
– – ﹤0.01% 517
2015
Q1 		$8.69K Hold
116
– – ﹤0.01% 526
2014
Q4 		$7.51K Hold
116
– – ﹤0.01% 447
2014
Q3 		$7.88K Hold
116
– – ﹤0.01% 551
2014
Q2 		$8.33K Hold
116
– – ﹤0.01% 376
2014
Q1 		$9.17K Hold
116
– – 0.01% 347
2013
Q4 		$9.06K Buy
+116
New +$9.22K 0.01% 303

Other funds holding MORN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MassMutual Private Wealth & Trust's MORN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Morningstar (MORN) stake by 30% in Q2 2026, selling an estimated $10.6K and leaving 141 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

MassMutual Private Wealth & Trust first reported a position in MORN in Q4 2013 and has held it in 23 quarters since. The position peaked at $38.5K in Q4 2025. 140 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 141 shares of Morningstar worth $22K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 61 Morningstar shares in Q2 2026, an estimated $10.6K.
  • Morningstar made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1082 holding.
  • MassMutual Private Wealth & Trust first reported a position in Morningstar in Q4 2013 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Morningstar position peaked at $38.5K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.